1102 ET - Enphase's differentiated technology will help the company successfully offset the decline in residential solar demand from the end of a key tax credit last year, say Oppenheimer analysts. "We continue to believe ENPH's power management and controls capabilities uniquely meet the complex challenges of an overtaxed grid," the analysts say. The company's product roadmap is positioning it for improved margins and the value proposition for customers, while its bidirectional charging technology is well-suited for 800V data center applications, according to the analysts. The company is set up to gain share and outperform expectations as it introduces its new products at an accelerated pace, the analysts add. Enphase surges 38% after a beat and raise 4Q. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 11:02 ET (16:02 GMT)

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